As a reference, the 5.7 Note4 display plus touchscreen/glass was estimated at $66 when it launched. It has the same area and about the same number of cells as morpheus, and also the same pixels per seconds (but 3 elements per pixels, so more column drivers?). Morpheus ditch the gorilla-glass and the touchscreen, and it comes much later which means the yield of that pixel pitch should have improved. So my wild guess would be $50. Another $50 for the rest of the electronics, and another $50 for optics, platic, cabling, assembly, etc... My big question is about the optics, as morpheus looks like it has an AR coating, which is expensive.
$150 bom would allow $200 for the headset and let the retailers make bundles, at some profit margin.
A single panel means a single driver, this could provide a small cost reduction vs oculus or valve. But sony still have an additional processor box to pay for...
The camera have been in production for a while and it was $18 bom at launch. They should at least drop the price down to 49 or 39 now.
The DS4 is already VR ready, which is another cost advantage. Move should remain optional, as all the big games like Project Cars or GT7 don't need move. The big question is what will third parties want as a controller for all three platforms.
Valve needs to make a profit.
Oculus have promised "whatever is costs us to make it, that's what we're going to sell it for."
Sony might sell it at very little profit, and let retailers have a small margin to push it.
Is Valve pretty much fucked and can't compete on price?